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Trustees Masters Program (TMP)

Saturday, October 21 - Sunday, October 22, 2017
Mandalay Bay, Las Vegas, NV
Conference begins in:

Our sympathies are with the victims of the horrific events earlier this month​. We continue to monitor the situation and look forward to supporting the Las Vegas community when we gather for the Trustees Masters Program (TMP).

This program has filled. Please contact Registrations to be waitlisted at or phone
(888) 334-3327, option 2.

The Trustees Masters Program (TMP) is the pinnacle event for advanced-level trustee networking and education. Designed by trustees and practitioners in the field for trustees who have five or more years of experience, TMP is for serious-minded trustees who want to think and act more boldly, systematically and proactively. The curriculum builds on trustees’ existing knowledge base and experience through peer exchange and group exercises over an intensive two days.

TMP Path.png 

​In order to help trustees better meet their educational needs, the Foundation has created a suggested progression of trustee education. TMP is the fourth step in the path.


Speakers tailor the discussions of the following topics to the needs and concerns of the registrants by using feedback from a survey.

  • ​Establishing Goals and Objectives
  • Using Fund Professionals Wisely
  • Attributes of a Good Trustee
  • ​Measuring Investment Performance
  • Case Studies
  • Future Challenges

View the various education program offerings for multiemployer trustees.

​Benefits of Attending

  • Gain deeper insights into the role of a trustee.
  • Interact with peers and share what you have learned and takeaways from your own experiences
  • Obtain concrete ideas for tackling specific issues
  • Attain proven practices that work
  • Earn special recognition for your knowledge and participation with a TMP certificate and pin.
  • Participate in exclusive TMP graduate sessions offered at each Annual Conference.

Who Should Attend

The Trustees Masters Program is open to experienced trustees who have five or more years of experience or have attended at least two International Foundation conferences.



Below are those that will be presenting at the program.

Lawrence R. Beebe, CPAPartner
Bond Beebe, Accountants and Advisors

Frank E. Benham, CAIA, CFA Managing Principal/Director of Research
Meketa Investment Group, Inc.

Christopher E. Brecht, GBA, RPA
Chief Executive Officer
Carday Associates Inc.

Donald D. Crosatto
Assistant Directing Business Representative
Machinists Automotive Trades District 190,
Local Lodge 1546

William A. Cumming, Esq.
Hessian & McKasy, P.A.

John M. ElliotPartner
Cary Franklin, EA, FSAActuary and Managing Consultant
Horizon Actuarial Services, LLC
Martha M. Henrickson, CEBSDirector, Craft Workforce
Mortenson Construction

Michele L. Kessler
United Food and Commercial Workers (UFCW) Local 1776

William C. Ligetti
Executive Director
Ironworker Employers Association of Western Pennsylvania, Inc. (IWEA)

Steve NelsenExecutive Director
Washington State Law Enforcement Officers and Fire Fighters', (LEOFF) Plan 2 Retirement Board

Richard J. SawhillExecutive Vice President
Airconditioning, Refrigeration and Mechanical Contractors Association of Southern California (ARCA/MCA)

Brian A. SchroederFounding Partner
Investment Change Evaluations, LLC
Aruna VohraSenior Consultant
Horizon Actuarial Services, LLC

​Additional Information

This program is divided into three tiers to help further facilitate your ongoing education and recognition. Tiers one and two are required for course completion and to receive your TMP pin.


Tier One: Core Program
Held October 21-22, 2017
Become a TMP Candidate.


Tier Two: Candidate Classes
Attend two specially designed courses held during the U.S. Annual Conference

  • Governance—Part 1 Monday, 1:30-2:45 p.m.
  • Goverance—Part 2 Monday, 3:00-4:15 p.m.

You will earn your pin after completed both of these sessions.

Tier Three: Graduate Classes
Two classes scheduled during the Annual Conference are open to new and past graduates of the TMP. These are great opportunities to network with your peers and update your education each year. 

  • Stop Leaving Money on the Table
    Tuesday, 9:00-10:15 a.m.
  • Audits That Can Save Your Plan Money
    Tuesday, 2:45-4:00 p.m.

Continue Your Learning

  • TMP Advanced Leadership Summit—The TMP Advanced Leadership Summit is an opportunity to delve deeper into relevant topics critical to a fund’s overall strategy. 

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Continuing Education

Programs sponsored by the International Foundation of Employee Benefit Plans are consistently accepted for credit by agencies governing continuing education for license renewal and professional recertification.

For additional information, visit our continuing education (CE) web page or contact us by phone at (262) 786-6710, option 2.

Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.
Visit for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 9/10/2017 US $1,445.00 US $1,775.00
After 9/10/2017 US $1,745.00 US $2,075.00